# Pepsico, INC. DB Plan
Source: https://planprovider.pro/companies/pepsico-inc-plan-004

> Pepsico, INC.'s DB plan: 10,017 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pepsico, INC.

- **Sponsor EIN:** 131584302

- **Sponsor Address:** 700 ANDERSON HILL ROAD, PURCHASE, NY, 105771444

- **Plan Type:** DB

- **Total Participants:** 10,017

- **Total Assets:** $6.8B

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|10,017|$6.8B|$250.0M|$0|

| 2023|11,289|$7.6B|$0|$0|

| 2022|12,289|$7.7B|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIDELITY INSTI ASSET MGMT|NONE|$3,391,975|—|$3,391,975|

| STATE STREET|NONE|$1,439,278|—|$1,439,278|

| NISA|NONE|$1,111,573|—|$1,111,573|

| MFS INSTITUTIONAL ADVISORS|NONE|$1,050,815|—|$1,050,815|

| MERCER|NONE|$1,026,618|—|$1,026,618|

| JENNISON ASSOCIATES LLC|NONE|$820,841|—|$820,841|

| PEPSICO, INC.|EMPLOYER|$705,596|—|$705,596|

| MARATHON ASSET MANAGEMENT|NONE|$694,098|—|$694,098|

| CAMBRIDGE ADVISORY GROUP|NONE|$671,488|—|$671,488|

| ALTRINSIC GLOBAL ADVISORS|NONE|$658,928|—|$658,928|

| JP MORGAN INVESTMENT MANAGEMENT|NONE|$633,527|—|$633,527|

| DODGE AND COX|NONE|$578,838|—|$578,838|

| TIMES SQUARE CAPITAL MANAGEMENT LLC|NONE|$541,871|—|$541,871|

| WELLINGTON MANAGEMENT CO LLP|NONE|$519,616|—|$519,616|

| PGIM INC|NONE|$434,839|—|$434,839|

| LOOMIS SAYLES|NONE|$387,745|—|$387,745|

| EARNEST PARTNERS|NONE|$374,601|—|$374,601|

| JP MORGAN CHASE BANK|NONE|$300,994|—|$300,994|

| ARIEL CAPITAL|NONE|$290,872|—|$290,872|

| NORTHERN TRUST COMPANY|NONE|$251,344|—|$251,344|

| VONTOBEL USA INC|NONE|$232,519|—|$232,519|

| WILLIS TOWERS WATSON|NONE|$232,005|—|$232,005|

| BLACKROCK INSTITUTIONAL ADVISORS|NONE|$171,304|—|$171,304|

| DIMENSIONAL FUND ADVISORS|NONE|$159,701|—|$159,701|

| RUSSELL IMPLEMENTATION SERVICES|NONE|$153,730|—|$153,730|

| PAYDEN & RYGEL|NONE|$114,333|—|$114,333|

| PUGH CAPITAL MGMT INC|NONE|$113,868|—|$113,868|

| PRUDENTIAL BANK & TRUST COMPANY|NONE|$113,379|—|$113,379|

| TOWERS WATSON INVESTMENT SERVICE IN|NONE|$94,991|—|$94,991|

| KPMG, LLP|NONE|$90,915|—|$90,915|

| KILPATRICK STOCKTON|NONE|$72,283|—|$72,283|

| JAMESTOWN PREMIER PROPERTY FUND|NONE|$62,509|—|$62,509|

| PRUDENTIAL INSURANCE COMPANY|NONE|$52,661|—|$52,661|

| TOWNSEND GROUP|NONE|$32,809|—|$32,809|

| METROPOLITAN LIFE INSURANCE|NONE|$32,639|—|$32,639|

| BANCO POPULAR|NONE|$24,406|—|$24,406|

| UBS GLOBAL ASSET MANAGEMENT|NONE|$14,765|—|$14,765|

| THOMPSON COBURN LLP|NONE|$8,871|—|$8,871|

| HEALTH AND PRODUCTIVITY CONSULTING,|NONE|$8,381|—|$8,381|

| COMMITTEE OF INVESTMENT OF EMPLOYEE|NONE|$7,690|—|$7,690|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN INVESTMENT MANAGEMENT](https://planprovider.pro/provider/jp-morgan-asset-management) — NONE

- [PGIM INC](https://planprovider.pro/provider/alight-solutions) — NONE

- [WILLIS TOWERS WATSON](https://planprovider.pro/provider/lincoln-financial-group) — NONE

- [RUSSELL IMPLEMENTATION SERVICES](https://planprovider.pro/provider/russell-investments) — NONE

- [KPMG, LLP](https://planprovider.pro/provider/kpmg-llp) — NONE

- [PRUDENTIAL INSURANCE COMPANY](https://planprovider.pro/provider/empower) — NONE

- [UBS GLOBAL ASSET MANAGEMENT](https://planprovider.pro/provider/ubs-financial-services-inc) — NONE

- [THOMPSON COBURN LLP](https://planprovider.pro/provider/thompson-coburn-llp) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $17,679,216

- **Estimated Expense Ratio:** 0.259% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$12,854,000|—|—|$88,000|—|

| 2023|$13,809,000|—|—|$53,000|—|

| 2022|$14,782,000|—|—|—|$14,782,000|

## Similar Plans

- [Pepsi-Cola Newburgh Bottling Co., INC.](https://planprovider.pro/companies/pepsi-cola-newburgh-bottling-co-inc-401k-plan) — 350 participants

- [Mayer Bros. Apple Products INC.](https://planprovider.pro/companies/mayer-bros-apple-products-inc-401k-plan) — 308 participants

- [Pepsico, INC.](https://planprovider.pro/companies/pepsico-inc-plan-121) — 73,116 participants

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